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Fees and Common Projects

Every planning relationship usually begins with a no-obligation "get acquainted" meeting to confirm there is a good match between your needs and my expertise.  

After that meeting where we will discuss the scope and complexity of your specific planning needs, I will provide you with a fixed quote based on the time involved. You can then decide to go forward. Typical projects take 6 to 12 months.

Holistic Retirement Plan$3,500 – $6,000
Holistic Financial Plan or Project$1,800 - $3,200
Holistic Financial Coaching$1,200 - $1,800
Client Defined Project$1,200 – $5,000
Small Business Planning$2,000 – $5,000
Annual Check-up$1,200 - $1,800

*My hourly rate is $250.  Engagements are typically billed monthly in arrears via credit card over 6 to 12 months.

A project often includes:

Retirement Projections and Cash Flow Planning

IRA, 403Bm 401K Allocation, Rollover and Review

Investment Analysis and Management

Portfolio Design and Asset Allocation

Portfolio Withdrawal and Liquidity Strategies

Employee Benefit Analysis

Tax Planning

Social Security Maximization

Educational Funding

Debt Management

Risk Review and Insurance Planning

Estate Plan Review